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BPM for Asset Management Firms: Customer Trust and Loyalty in an Age of Change

The asset management industry is struggling with unprecedented change, threatening overall asset management company performance due to conditions such as:

  • New and evolving regulations place compliance burdens on firms
  • Customer confidence has not rebounded from blows dealt by the meltdown of recent years
  • Advances in mobile and social technologies have raised customer expectations for how easy and transparent conducting financial business should be

More than ever, fund managers and customer relationship managers must make strong first impressions while extending goodwill across customers’ lifetimes.

Download this white paper to learn how to leverage the latest business process management (BPM) innovations to increase the speed of financial customer acquisition and drive long-term loyalty